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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Add support for Office 365 E3 and E5 tenants

    We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

    90 votes
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      10 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

      With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

      63 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Timing in First Release

        Hi, im on first release but no sign of add in-support today told me even on first release microsoft are not including everyone immediately?

        28 votes
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          14 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Bring this to Office365 Home and/ or Outlook 2016 for individuals

          I use Office 365 as I have no need or use for a Business version as I am a 1 man operation. For years I had used Business Contact Manager and like many others was upset it wasn't kept going for Office 365. I have been waiting for something like this to come out but then to only find out it was only for Office Business Premium. I have no need for all the extra stuff thus my reason for the version I choose. Please tell me there is something in the works for 1 person small businesses.

          29 votes
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            12 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Outlook MAC

            Will this also be added to outlook for mac?

            41 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Make Outlook Customer Manager available also offline

              Customer data are in particular useful directly before a customer is visited. A typical situation is the flight to a customer. To look up data during the flight Outlook Customer Manager needs to be available also offline.

              28 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Import data from Outlook Business Contact Manager

                We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                6 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Show/edit other fields that are in Outlook

                  Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

                  2 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Include a link (both ways) to one note so we can add extra details, clippings etc

                    Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

                    2 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Provide a link to the App Store to download the iOS version.

                      Since it's available now, please provide a link to the App Store to download the iOS version.

                      2 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Tasks editable only by user who enters them

                        Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add sub-tasks

                          Tasks linked to customer contacts are good, but the ability to have tasks AND subtasks would be great.

                          Our manufacturing company frequently works with customers on multiple projects that run in parallel. Each project has one to two dozen discreet tasks associated with it. Each task would represent a project overall. Linked sub-tasks would represent what needed to be accomplished on each project.

                          We don't need the complexity of MS Project but we need more than one level task lists (or the one level task list with check boxes in the Office 365 Planner).

                          I discussed this issue 20 years…

                          17 votes
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                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Contact categories or groups for mailing lists etc

                            I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Company Tasks shown under contacts

                              When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Provide for uploading an image to a Company

                                Rather than the generic company image, I would like to upload a custom image.

                                1 vote
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                                • Contact Pictures

                                  Show contact pictures in the OCM interface.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Send email or meeting request from Deal list

                                    When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Mobile apps for Windows Phone

                                      You state the mobile app is available on ios only. Maybe you could see if you could create an app for Windows phones! Some people (I know only a few) use Windows phones and it may come in handy for people who actually commit to the windows platform.

                                      20 votes
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                                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • LinkedIn integration

                                        Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.

                                        5 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Column Filtering and drop-down menus

                                          As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

                                          3 votes
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